Mather Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Mather Group’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Hold	14,825	–	–	﹤0.01%	652
2025 Q4	$238K	Hold	14,825	–	–	﹤0.01%	583
2025 Q3	$223K	Sell	14,825 -45	-0.3%	-$628	﹤0.01%	598
2025 Q2	$187K	Hold	14,870	–	–	﹤0.01%	599
2025 Q1	$157K	Sell	14,870 -500	-3%	-$5.73K	﹤0.01%	655
2024 Q4	$178K	Hold	15,370	–	–	﹤0.01%	604
2024 Q3	$215K	Hold	15,370	–	–	﹤0.01%	548
2024 Q2	$217K	Buy	15,370 +790	+5%	+$11.1K	﹤0.01%	589
2024 Q1	$233K	Hold	14,580	–	–	﹤0.01%	491
2023 Q4	$233K	Buy	+14,580	New	+$213K	﹤0.01%	512
2023 Q3	–	Sell	-10,841	Closed	-$205K	–	600
2023 Q2	$205K	Buy	+10,841	New	+$202K	﹤0.01%	547

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mather Group's PBD Position: Q1 2026 in Review

Mather Group held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 14,825 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Mather Group first reported a position in PBD in Q2 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Mather Group held 14,825 shares of Invesco Global Clean Energy ETF worth $266K as of Q1 2026.
Mather Group left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #652 holding.
Mather Group first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.